PDF reports and templates
Generate a branded report from any project, and design your own templates.
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PDF reports from the portal. Generate one from any project, and design your own templates. In a project, click Generate report. A project report has every photo with its time and address stamp, grouped by tag, plus the job's checklists. Or pick a checklist, an invoice, or a template your company designed. Click Generate PDF. The report is saved under Reports in the project. In Report templates, click New template and give it a name. Add the sections you want, in order. Here, the checklist and a signature box. Save it, and it shows up under Custom template for everyone on the team.
